One Wealth Advisors’s Kansas City Southern KSU Stock Holding History

One Wealth Advisors’s Portfolio KSU Stock Details KSU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-37	Closed	-$4K	–	539
2019 Q1	$4K	Buy	+37	New	+$4K	﹤0.01%	418

Other funds holding KSU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

One Wealth Advisors's KSU Position: Q2 2019 in Review

One Wealth Advisors sold out of Kansas City Southern (KSU) in Q2 2019, closing a stake of 37 shares — an estimated $4K sold.

One Wealth Advisors first reported a position in KSU in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 591 funds tracked by Wall St. Rank hold KSU as of Q2 2019.

One Wealth Advisors reported no remaining Kansas City Southern position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 37 Kansas City Southern shares in Q2 2019, an estimated $4K.
One Wealth Advisors first reported a position in Kansas City Southern in Q1 2019 and held it in 1 quarter.
One Wealth Advisors's Kansas City Southern position peaked at $4K in Q1 2019.
591 funds tracked by Wall St. Rank held Kansas City Southern as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.